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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
NSG
6276
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $103M | +$993K | +1% | 3.18% | – | 496 | 9.07% | 2.8 |
|
| 6277 |
MCA
6277
Martin Capital Advisors
San Antonio,
Texas
| $103M | -$6.45M | -6% | 6.12% | 140% | 63 | 1.59% | 1.6 |
|
| 6278 |
BCM
6278
Barden Capital Management
Austin,
Texas
| $103M | +$11.8M | +13% | 2.53% | 80.1% | 69 | 11.59% | 1.4 |
|
| 6279 |
NRWA
6279
North Ridge Wealth Advisors
Beaverton,
Oregon
| $103M | -$1.98M | -2% | 4.87% | 29.5% | 38 | 5.26% | 0.5 |
|
| 6280 |
RCM
6280
Rain Capital Management
Lake Oswego,
Oregon
| $103M | -$25.4M | -20% | 3.09% | 18.2% | 97 | 8.25% | 2.7 |
|
| 6281 |
BOM
6281
Bank of Marin
Novato,
California
| $103M | -$4.78M | -4% | 3.17% | 80.3% | 123 | 10.57% | 2.7 |
|
| 6282 |
CGA
6282
Channing Global Advisors
Miami,
Florida
| $103M | +$3.74M | +4% | 0.1% | 131% | 50 | 18% | 1.3 |
|
| 6283 |
YSP
6283
Yarra Square Partners
New York
| $102M | +$5.76M | +6% | 6.8% | 55.9% | 23 | 21.74% | 1.2 |
|
| 6284 |
SA
6284
SFI Advisors
Montclair,
New Jersey
| $102M | -$2.99M | -3% | 4.67% | 82.9% | 85 | 15.29% | 1.2 |
|
| 6285 |
SWMP
6285
Signature Wealth Management Partners
Montvale,
New Jersey
| $102M | -$5.66M | -5% | 4.12% | 80.4% | 103 | 13.59% | 2.2 |
|
| 6286 |
CSI
6286
Cross Staff Investments
Pittsford,
New York
| $102M | -$6.73M | -6% | 1.82% | 81.2% | 119 | 12.61% | 1.5 |
|
| 6287 |
FAFN
6287
First Affirmative Financial Network
Colorado Springs,
Colorado
| $102M | +$2.07M | +2% | 3.02% | – | 226 | 17.26% | 1.1 |
|
| 6288 |
YU
6288
Yale University
New Haven,
Connecticut
| $102M | -$26.7M | -21% | 3.16% | 33.7% | 5 | 40% | 0.8 |
|
| 6289 |
OR
6289
Olympiad Research
Stamford,
Connecticut
| $102M | +$601K | +0.6% | 2.75% | 189% | 433 | 72.06% | 0.2 |
|
| 6290 |
SICM
6290
Sustainable Insight Capital Management
New York
| $102M | -$5.83M | -5% | 2.91% | 150% | 67 | 44.78% | 2.1 |
|
| 6291 |
PWAM
6291
Pinnacle West Asset Management
Casper,
Wyoming
| $102M | -$993K | -1% | 1.37% | 100% | 103 | 8.74% | 0.5 |
|
| 6292 |
LG
6292
LAM Group
Lake Oswego,
Oregon
| $102M | -$5.66M | -5% | 4.38% | 54.3% | 113 | 0.88% | 0.7 |
|
| 6293 |
DSCM
6293
Del-Sette Capital Management
Schenectady,
New York
| $102M | -$3.71M | -4% | 2.74% | 108% | 29 | 10.34% | 1 |
|
| 6294 |
TSW
6294
Three Seasons Wealth
Salt Lake City,
Utah
| $101M | – | – | 1.08% | 156% | 55 | – | 0 |
|
| 6295 |
LM
6295
Lasry Marc
| $101M | +$24.1M | +31% | 13.3% | 14.8% | 14 | 28.57% | 0.9 |
|
| 6296 |
WA
6296
Watchtower Advisors
Old Greenwich,
Connecticut
| $101M | -$84.3M | -45% | 0.29% | 384% | 14 | 50% | 0.6 |
|
| 6297 |
HP
6297
Highlander Partners
Dallas,
Texas
| $101M | +$12.3M | +14% | 8.87% | 241% | 28 | 14.29% | 1.2 |
|
| 6298 |
VBCG
6298
Valley Brook Capital Group
Venetia,
Pennsylvania
| $101M | -$7.15M | -7% | 3.3% | 106% | 107 | 8.41% | 2.5 |
|
| 6299 |
OCM
6299
Orser Capital Management
Southlake,
Texas
| $101M | +$894K | +0.9% | 1.75% | 128% | 55 | 10.91% | 3.3 |
|
| 6300 |
SVG
6300
Sun Valley Gold
Sun Valley,
Idaho
| $101M | -$55.4M | -35% | 10.5% | 160% | 11 | 9.09% | 3.3 |
|